J.P. Wealth Management National Branch Remote Advice Site Leader - Executive Director

- Think strategically, set clear goals, and communicate, collaborate, and influence effectively to advance J.P. Morgan Wealth Management's objectives.
- Establish new regional center(s) by recruiting, hiring, and staffing top talent—partnering with internal recruiting resources and leveraging personal networks.
- Manage the talent strategy for assigned site(s) and/or regions, ensuring the growth and career development of advisors and leaders.
- Play a leadership role in developing alternative investment channels, including client access to digital tools and financial advisors.
- Ensure talent and performance strategies are in place to coach, develop, and promote Financial Advisor Team Leads, including conducting call monitoring reviews to maintain quality interactions.
- Own end-to-end leadership of the client and employee experience within the site(s).
- Champion diversity and inclusion across all staff.
- Serve as a visionary who shapes the use of technology to meet customers' current and future needs.
- Partner closely with Legal, Risk, Control, and Compliance teams, and manage all day-to-day administrative, supervisory, and operational aspects of the site(s) to achieve J.P. Morgan Remote Wealth Management's strategic objectives.
- Drive integration with One Chase partners, including but not limited to Banking, Lending, and Digital.
- Lead key initiatives, process improvements, and resolution of challenges identified at the site location(s) on a daily basis.
- Make tactical decisions and execute plans (e.g., test-and-learn call deployment, managing call volume spikes due to market conditions, resiliency issues, etc.).
- Translate knowledge of financial markets and economic trends into effective growth strategy execution.

Qualifications:

- 10+ years of leadership experience in wealth management or brokerage, with strong business and investment acumen, including knowledge of investment products, IRAs, managed accounts, and employee benefit programs.
- Proven ability to balance strong results with sound risk management, backed by a strong compliance record.
- Skilled at managing multiple priorities in a fast-paced environment and adapting readily to change.
- Excellent communication skills, with experience presenting to large audiences across various levels of the organization.
- Highly organized and detail-oriented, with demonstrated proficiency in Windows and Microsoft Office (Word, Excel, PowerPoint, etc.).
- Active Series 9/10 license required.
- Active Series 7 license required.
- Active Series 66 license required, or must be obtained within 60 days of starting as a condition of employment.
- Active Life and Health Insurance license required, or must be obtained within 60 days of starting as a condition of employment.
- Bachelor's degree preferred, or equivalent work experience required.

- An investment industry
leader with 10 years or more of leadership experience in wealth management
or brokerage; strong business and investment acumen - knowledge of
Investment Products, Individual Retirement Accounts (IRAs), managed
accounts, and employee benefit programs required

- Ability to balance
producing strong results with proper risk management, strong compliance
record in previous position(s)

- Ability to manage multiple
priorities in a fast-paced environment; adaptive to change

- Excellent communication
skills, highly professional and experienced in creating and presenting
information to large audiences at various levels of the organization

- Extremely organized and
detail oriented, demonstrated knowledge of Windows, Microsoft Office
software (Word, Excel, PowerPoint, etc.)

- A valid and active Series
7

- A valid and active Series
66 license is required or ability to obtain within 60 days of starting in
the role as a condition of employment

- FINRA Series 9/10 (or
equivalent) is required or ability to obtain within 60 days of starting in
the role as a condition of employment

- A valid and active Life
and Health Insurance license is required or may be obtained within 60 days
of starting in the role as a condition of employment

- Bachelor’s Degree
preferred or equivalent work experience required